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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $30,040 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $26,203 |
GOLDLEAF PARTNERS2 years Filed as: GOLDLEAF PARTNERS EMPLOYER SERVICES Service code 15 · EIN 45-0514557 | Recordkeeping | $4,450 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,998 | $69,383-0.6% | $101,271-31.9% | $73,493-6.1% |
| Participation rate | 69.2% | 68.4%+0.9pp | 75.8%-6.6pp | 70.7%-1.5pp |
| Annual return | 15.59% | 18.46%-2.9pp | 46.48%-30.9pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,299 | $2,628-12.5% | $3,660-37.2% | $2,270+1.3% |
| Participant deferral / active EE | $4,114 | $3,301+24.6% | $4,371-5.9% | $3,740+10.0% |
| Admin fee / account holder | $386 | $704-45.1% | $5,948-93.5% | $513-24.8% |